General Description of the Feature
This feature deals with an enhancement of Retail and Wholesale module and the addition of the expiration date “Valid to Date” of the Offer.
Since vehicle prices in the automotive business change frequently when a salesperson applies an offer to the customer for a new or used vehicle, it is necessary to provide the valid-to date (expiration date of the offer), which means that the offer will not be valid any longer after this date.
In OD DSW the expiration date of an offer is controlled from setup keys (Please refer to section Configuration)
The calculation of the “expiration date” is based on which category the vehicle belongs to and on the type of the lead if it’s a retail or wholesale lead.
The system uses a formula: “Expiration Date” = “Creation Date of the Offer” + “Offset Valid To Days”
- “Offset Valid To Days” will be taken from the corresponding setup keys
- Example: Setup Key: NewVehicleRetailOfferValidToDays / Entity Value: 30 (30 indicates the validity time frame for the Offer, that means 30 Days from the Date of the Offer Document Creation)
While executing a workflow for Retail or Wholesale an offer document is created.
- The offer document in printable files under the tab related now displays the “Expiration Date” of the offer
- A new parameter {Header.OfferValidToDate} is available and can be added in the document template of an offer to display the Valid to Date – Expiration Date of the offer
- A new parameter {Offer.ExpirationDate} is available and can be added in the Offer Email Templates to display the Valid to Date – Expiration Date of the offer.
While executing the workflow transition “create order” for Retail or Wholesale in the “Previous offers” page a new field “Expiration Date” displays the expiration date of the offer.
Offer expired
If an offer has expired the User is able to view the offer by selecting the “View” button, but he is not able to select the offer to proceed with the business process.
The “select” button is not displayed and the User cannot select the offer to continue.
Business Benefit
Now the Retail and the Wholesale offers are displaying the expiration date of the offer.
The user can see which offers are valid so that he can continue the business process with these valid offers.
Configuration
Setup Keys:
Setup Key: NewVehicleRetailOfferValidToDays / Entity Value: 30 (indicates the validity time frame for the Offer > 30 Days from the Date of the Offer Document Creation)
Setup Key: UsedVehicleRetailOfferValidToDays / Entity Value: 45 (indicates the validity time frame for the Offer > 45 Days from the Date of the Offer Creation applies to all other vehicle status except New Vehicles)
Setup Key: WholesaleOfferValidToDays / Entity Value: 15 (indicates the validity time frame for the Offer > 15 Days from the Date of the Offer Creation apples to all the vehicle)
Offer Document Template Parameter
new parameter {Header.OfferValidToDate} to be added in the Offer Document templates
Mail Templates
new parameter {Offer.ExpirationDate} to be added in the Offer Email Templates
API’s
API's dms-std-api:
POST https://app.swaggerhub.com/apis/ThinkRIT/dms-std-api/1.2.0#/Documents/SendSalesOrder
SalesDealDocumentDto payload
Sales Deal Document Dto
validTo
string($date-time)
nullable: true
Offer validity expiration
Offer Interfacing Request Logs:
Wholesale Interfacing Request Logs:
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